Institutional Ownership Sumitomo Mitsui Financial Group, Inc. (SMFG)
This table provides information about the institutional ownership of Sumitomo Mitsui Financial Group, Inc. (SMFG). We have compiled data on the 389 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
16,296
shares
|
$236,943
0.02% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
16,121
shares
|
$234,399
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
16,017
shares
|
$232,887
0.01% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
15,348
shares
|
$223,159
0.0% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
15,330
shares
|
$222,898
0.09% of portfolio
|
Q1 2025
Reduced 43.02%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
15,205
shares
|
$221,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,010
shares
|
$218,245
0.01% of portfolio
|
Q3 2022
Added 1.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,967
shares
|
$217,620
0.0% of portfolio
|
Q3 2024
Reduced 22.65%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14,891
shares
|
$216,515
0.01% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
14,739
shares
|
$214,305
0.02% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
14,672
shares
|
$213,330
0.01% of portfolio
|
Q1 2025
Added 35.89%
|
|
|
Channing Global Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14,666
shares
|
$213,243
0.17% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
14,638
shares
|
$212,836
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
14,632
shares
|
$212,749
0.07% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
14,590
shares
|
$212,138
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
14,536
shares
|
$211,353
0.04% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
14,490
shares
|
$210,684
0.05% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
14,355
shares
|
$208,721
0.0% of portfolio
|
Q1 2025
Reduced 55.28%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
14,276
shares
|
$207,573
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
13,954
shares
|
$202,891
0.0% of portfolio
|
Q2 2023
Reduced 39.11%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
13,841
shares
|
$201,248
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,695
shares
|
$199,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,626
shares
|
$198,122
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
13,570
shares
|
$197,307
0.1% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
13,345
shares
|
$194,036
0.05% of portfolio
|
Q1 2025
Reduced 8.65%
|